Unclaimed
Osman Tansu Akgun is a Chartered Financial Analyst registered with the state of California. Osman is an Investment Advisor Representative with Bailard, Inc. Osman is associated with the Foster City, CA branch of the firm. Osman has been with Bailard, Inc. since September 2012 and specializes in financial planning, portfolio management for individuals, businesses, investment companies and pooled investment vehicles.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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CA
06/12/2019 - Present
Bailard, Inc. (FOSTER CITY CA)
Active
Inactive
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